Tahua Features
CRM
Grants
Assessments
Decisions
Contracts
Milestones
Reports
Integrations
Grants
Simple and effective grant application management
Start receiving grant applications as soon as you publish and get on with your mission!
- Quickly see how each of your grants are performing.
- Review grants applications at any stage of the process.
- Help applicants complete their applications by working with them directly on their application forms.
- Save time on auditing with application change history.
Create grants as easy as 1-2-3
Tahua’s simple step-by-step process is easy to follow and will get your grants online quickly!
- Control the size of the applicant pool by making your grants available to the public or by invite-only.
- Get the right information from your applicants by easily creating custom application forms using Tahua’s form builder.
- Save time by turning your custom applications forms into reusable templates.
- Keep your grant open for applications at all times or automatically close after a certain period.
Assessments
Easy and comprehensive assessments
Easily setup a comprehensive assessments of grant applications with Tahua’s assessment tools.
- Set up as many assessments as necessary – assess applications in rounds or by a few a time.
- Be confident knowing the right people are assessing your applications by inviting subject matter experts and assigning them to assess specific applications.
- Improve accountability by ensuring there are no conflicts of interest.
- Keep things on schedule by setting due dates for assessments to complete.
Assessments that fit your needs!
Make sure your assessments meet your needs by designing custom assessment forms.
- Standardise assessments to evaluate all applications against the same criteria and make it easier for decisions down the line.
- Design custom assessment forms to suit the needs and requirements of your organisation and grants using form fields such as single and multiple choice, dropdown, sliders, yes/no, short and long text, and currency.
- Bolster assessments by uploading additional and supporting documentation.
- Make assessments easier to read and review by organising forms into sections and pages.
Decisions
Easily get more information
Save yourself a lot of worry and headaches by using Tahua’s milestones to keep your applicants’ grants on point, gather up-to-date and relevant information, and stay accountable!
- Set due dates of when specific milestones are expected.
- Require deliverables to ensure each milestone is being met & to track impact.
- Create custom forms and reuse templates to tailor the deliverables of each milestone.
- Create custom milestones for specific grant applications or create a batch of milestones and assign a group of grant applications.
- Get assurance milestones are met by assigning subject matter experts to review any milestone.
Streamline your decision workflow
Simplify your decision making processes and communications with Tahua’s decision workflow.
- Easily send formal letters via email of your decision.
- For successful applicants, send letters with or without the ability to make a decision to accept the grant or not.
- Save time by creating and reusing letter templates.
- Ask other administrators to review your decision before notifying the applicants.
Contracts
Safely manage your funding
Engage applicants and offer them funding with safety by utilising Tahua’s contracts module! Contracts can be managed both digitally and physically.
- Create contracts based on applications or applicants.
- Define starting and ending dates for the contract activity.
- Build your own digital contract within the system or upload a physical copy of an existing contract document.
- Directly add milestones to contracts to stay up-to-date with the applicant’s activities.
- Assign signatories to your contract so that the document is signed by both parties by the time it is active.
- Optionally assign your contract for review by another admin prior to sending it to the applicant.
Manage your contracts with flexibility
Edit the details and manage your milestones even after the contract has been created.
- Easily tweak your contracts information with very intuitive user interfaces.
- Add and manage milestones even after the contract is active and running.
- Create contract variations, allowing you to produce new contracts based off an existing contract, retaining the same core information but allowing for a new document to generated.
Milestones
On task and on schedule
Ensuring that your grants are being used in an effective and efficient manner is no longer a worrying game. Create milestones to keep your applicants’ grants on point, gather up-to-date and relevant information, and stay accountable!
- Set due dates of when specific milestones are expected.
- Require deliverables to ensure each milestone is being met.
- Create custom forms and reuse templates to tailor the deliverables of each milestone.
- Cut it up the way you want. Create custom milestones for specific grant applications or create a batch of milestones and assign a group of grant applications.
- Get assurance milestones are met by assigning subject matter experts to review any milestone.
Track payments
Track finances by logging grant payments alongside milestones once they have been approved.
- Keep your applicants informed about when payments have been made.
- Understand your current position with up to date payment information.
- Sync payments automatically from Xero.
Reports
Compliance made easy with powerful and flexible reporting
Save time on producing reports to meet governance and other administrative requirements by using Tahua’s built-in quick, powerful, and flexible report engine.
- Create custom reports to fit your requirements using our report builder with access to all of your data and information.
- Reuse your report data with other applications and tools by exporting into XLS format.
- Quickly gain and share insights by generating visual reports.
Integrations
Tahua integrates with multiple systems so that you can share information with your key platforms easily.
If you would like to know if we can integrate with your system contact us.
